[CHARTS] Dati di vendita Sony (Q2 FY 2005)

[Turrican3]

fonte: www.gamesindustry.biz

PS3 costs drive Sony's Q2 profit downwards
Rob Fahey 12:24 27/10/2005

46 per cent slump caused by PS3 costs and falling television set prices

Electronics giant Sony has seen a 46 per cent slump in its profit for the three months ended September 30th, with the enormous cost of developing the PlayStation 3 console fingered as a key factor in the decline.

The firm reported net income of 28.5 billion Yen (204 million Euro) for the quarter, which is down massively from the 53.2 billion Yen (380 million Euro) figure reported in the same period last year, and also falls below analyst average estimates of 30 billion yen (214 million Euro) reported by Bloomberg.

The costs associated with the creation of the PlayStation 3 - for which Sony is building new hi-tech manufacturing facilities and has co-created a new processor architecture, Cell, with IBM and Toshiba - are a headline factor in the profits shortfall, along with a worldwide decline in the price of television sets.

The news will come as another blow to Sony's already embattled share price; the firm has lost nearly six per cent of its value on the Nikkei stock market this year so far, compared with a 17 per cent rise in the value of the Nikkei 225 Index as a whole.

One of the toughest battles it faces at present is in the digital music player market, where its Walkman brand has been overtaken by products from rivals including Apple Computer. The firm hopes that the PlayStation Portable, which has sold quite strongly since its introduction late last year, will help to re-establish its dominance in the portable media market.

[Giulo75]

Da quel che ho sentito io si parla di negativita' per l'intero anno fiscale.

[Sirio]

Questo potrebbe in qualche modo influire sul prezzo di lancio della PS3 ?

[Turrican3]

Da quel che ho sentito io si parla di negativita' per l'intero anno fiscale.

Possibilissimo, accadde lo stesso con PS2. Credo sia tutto "previsto". 

Questo potrebbe in qualche modo influire sul prezzo di lancio della PS3 ?

Lo ritengo alquanto improbabile, secondo me ciò che potrebbe -forse- davvero influire (ma non so proprio sbilanciarmi sul quanto) su questo parametro è l'eventuale successo oltre le aspettative di Xbox360.

[Giulo75]

Possibilissimo, accadde lo stesso con PS2. Credo sia tutto "previsto".

Ma io non mi riferivo al settore videoludico ma proprio a reparti uniti.

[Turrican3]

Hmmm boh dovrei ricontrollare... 

[mat_sox]

è un periodo di magra... da quello che ho letto in giro la Sony punterà molto su PS3, Tv LCD e Cell per titrarsi su nei prossimi anni.

[Turrican3]

Qualche dettaglio in più da www.gamespot.com

Una delle cose sfuggite in precedenza è che nonostante tutto Sony ha rivisto al rialzo le previsioni di vendita di PS2 e di PSP. Ci si aspetta un calo di prezzo di PS2 nella prima metà del prossimo anno (prima dell'arrivo di PS3 forse?)

Gaming bails out Sony
Sony bounces back from its Q1 loss with PSP, PS2 leading the way; steady sales raise shipment forecast by 1 million units.

TOKYO--Sony formally announced its second quarter results for the period ending September 30, and it was a mixed bag. Due to waning interest in (cathode-ray tube) CRT televisions and a crippling showing for its film division in Hollywood, Sony's overall numbers are down. And the company maintains its projection for a loss in the fiscal year ending March 2006.

Fortunately for Sony, those who weren't buying TVs with 1990s tech or lining up to see box-office bomb Stealth may have been at home playing with their PlayStation 2s or PSPs.

For the second quarter ending September 30, sales and operating revenue at Sony Computer Entertainment (SCE) was 214.2 billion yen ($1.86 billion), up 79.1 percent from a year earlier. The idiom "you have to spend money to make money" holds true for SCE, as the company spent millions on marketing for the PSP and on research and development for the PlayStation 3, yet it still made a profit of 8.2 billion yen ($71 million). Last quarter it took a loss of 5.9 billion yen ($51 million).

Sony explained that shipments in both hardware and software were up for the quarter, stating "in addition to significant contribution of sales from PSP, an increase of PlayStation 2 unit sales in Europe and the US compared to the same quarter of the previous fiscal year resulted in a significant increase in sales in all geographic areas."

Sony sold a little more than 5 million PS2s this quarter, a huge leap over the 3.02 million units from the same period last year. The company also sold 3.75 million PSPs, which debuted in Japan last December during the quarter. 10 million PSP handhelds have been shipped worldwide as of October 21.

Given the favorable sales of the PS2 and PSP, Sony is once again raising its shipment goals by 1 million units per console. The two gaming machines are now scheduled to each ship 14 million units by the end of Sony's current fiscal year. This is the second time this year that Sony has decided to increase its shipment forecast for the PSP and PS2. In Q1, the company raised its shipment from 12 million units to 13 million units.

But while the PS2 console numbers were up, the shipment of PS2 games fell to 50 million units--6 million units fewer than last year's quarter. However, the overall software sales were actually up due to its shipment of 9 million PSP games. Sony reports that its revenue from software in Japan and Europe significantly increased for the quarter, while stateside it slightly decreased.

Because of the continuing success of the PS2, analyst Colin Sebastian does not foresee a price drop in the console, as some have predicted for the holiday season. "While there has been some speculation that a PS2 price cut is forthcoming this holiday season, we believe this is unlikely, particularly as PS2 unit sales remain healthy, and the Xbox 360 does not directly compete with the PS2 due to differences in price, technology and capability. We believe a PS2 price cut to $129 or $99 is much more likely in 1H06."